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WAM
Wealthspire Advisors (Maryland)’s
Essex Property Trust
ESS
Stock Holding History
Wealthspire Advisors (Maryland)’s Portfolio
ESS Stock Details
ESS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Sell
-246
Closed
-$71K
–
950
2019
Q1
$71K
Sell
246
-12
-5%
-$3.27K
0.01%
763
2018
Q4
$63K
Buy
258
+46
+22%
+$11.6K
0.01%
757
2018
Q3
$52K
Buy
212
+2
+1%
+$482
﹤0.01%
949
2018
Q2
$50K
Sell
210
-8
-4%
-$1.91K
﹤0.01%
978
2018
Q1
$52K
Buy
218
+17
+8%
+$3.92K
﹤0.01%
962
2017
Q4
$49K
Buy
201
+50
+33%
+$12.6K
﹤0.01%
1019
2017
Q3
$38K
Buy
151
+13
+9%
+$3.4K
﹤0.01%
1065
2017
Q2
$36K
Buy
138
+20
+17%
+$5.03K
﹤0.01%
1060
2017
Q1
$27K
Buy
118
+29
+33%
+$6.65K
﹤0.01%
981
2016
Q4
$21K
Buy
89
+10
+13%
+$2.16K
﹤0.01%
1007
2016
Q3
$18K
Buy
79
+8
+11%
+$1.82K
﹤0.01%
1084
2016
Q2
$16K
Hold
71
–
–
﹤0.01%
1066
2016
Q1
$17K
Hold
71
–
–
﹤0.01%
1012
2015
Q4
$17K
Buy
+71
New
+$16.3K
﹤0.01%
1016
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1-Year Est. Return
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1-Year Est. Return
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$34.6B AUM
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1-Year Est. Return
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$1.47T AUM
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1-Year Est. Return
Invesco
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$653B AUM
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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